We are live on ! Find out more

213 hedge funds and large institutions have $2.98B invested in Aaon in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $2.4B → $2.98B (+$574M)

4% more funds holding

Funds holding: 205213 (+8)

2.16% more ownership

Funds ownership: 105.37%107.53% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 77

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
77
Reduced
77
Closed
21
Calls
$262K
Puts
Net Calls
+$262K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
126
Victory Capital Management
Texas
$469K -$6.45K -129 -1%
Creative Planning
127
Creative Planning
Kansas
$469K +$17.9K +357 +4%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$461K +$113K +2,265 +35%
GCM
129
Gibraltar Capital Management
Oklahoma
$460K +$434K +8,687 New
Assenagon Asset Management
130
Assenagon Asset Management
Luxembourg
$456K -$10.7M -214,058 -96%
MOACM
131
Mutual of America Capital Management
New York
$449K +$10.4K +209 +3%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$441K +$76.3K +1,525 +22%
CIA
133
Capital Impact Advisors
Massachusetts
$428K +$405K +8,091 New
CCA
134
Cadent Capital Advisors
Oklahoma
$402K
Squarepoint
135
Squarepoint
New York
$397K +$131K +2,613 +54%
Allspring Global Investments
136
Allspring Global Investments
North Carolina
$392K +$371K +7,412 New
BAM
137
Blueshift Asset Management
New Jersey
$373K +$353K +7,050 New
QC
138
Quadrature Capital
United Kingdom
$354K +$334K +6,683 New
CL
139
CIM LLC
New York
$351K +$38.1K +762 +11%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$341K -$4.55K -91 -1%
PA
141
Profund Advisors
Maryland
$326K +$5.7K +114 +2%
Osaic Holdings
142
Osaic Holdings
Arizona
$311K +$44.8K +896 +18%
CGH
143
Crossmark Global Holdings
Texas
$305K -$277K -5,535 -49%
TRCT
144
Tower Research Capital (TRC)
New York
$305K +$60.9K +1,218 +27%
QCM
145
Quantinno Capital Management
New York
$303K -$79.8K -1,596 -22%
SSA
146
Schonfeld Strategic Advisors
New York
$301K -$30K -600 -10%
LWAM
147
Legacy Wealth Asset Management
Minnesota
$299K +$5.9K +118 +2%
LA
148
Lindenwold Advisors
Pennsylvania
$295K +$278K +5,564 New
HSA
149
HBK Sorce Advisory
Pennsylvania
$277K -$200 -4 -0.1%
PP
150
Paloma Partners
Connecticut
$277K +$261K +5,229 New

AAON Hedge Fund Activity: Q4 2021 in Review

213 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2021, worth a combined $2.98B — up 24% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AAON positions and 21 closed out — a net gain of 9 holders — while 77 added to existing stakes and 77 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $33.8M. The largest seller was Millennium Management, exiting entirely with an estimated $15.5M sold.

  • 213 institutional investors held Aaon (AAON) as of Q4 2021, up from 205 in Q3 2021.
  • Funds reported $2.98B of Aaon stock for Q4 2021, up 24% quarter-over-quarter.
  • 30 funds opened new Aaon positions in Q4 2021 and 21 closed out, a net change of +9 holders.
  • The largest Aaon buyer in Q4 2021 was Conestoga Capital Advisors, an estimated $33.8M added.
  • The largest Aaon seller in Q4 2021 was Millennium Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2021.